- Aflac (GA)
- …US statutory reporting for insurance companies + Strong knowledge of investment products (equity/debt securities, loans, derivatives) and understanding of capital ... (CPA) designation + Eight years of experience in Accounting Policy or Advisory + Strong experience with capital markets-related US GAAP accounting and Statutory… more
- Citigroup (New York, NY)
- …Group (ICG) and offers a wide range of products and solutions, from investment strategies, to banking and lending, to trust and specialized services. CGW delivers ... capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. The CIO team is comprised of approximately… more
- Zurich NA (New York, NY)
- …+ Lead or co-lead deal origination, research, and analyzing of direct co- investment and secondary GP-led or continuation vehicle (CV) opportunities and / or ... managers (ie, primary fund commitments) that conform to investment mandates and across multiple strategies, including buyouts, growth equity, and venture capital. +… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...at our outsourced screening services provider, including training and advisory support. Based in Boston, the role will work… more
- CBRE (Houston, TX)
- Portfolio Management Analyst Job ID 235577 Posted 26-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets Location(s) Houston ... with data compilation for client decisions. + Help with preliminary screens of investment opportunities that will allow the team to create financial models for… more
- Equitable (Charlotte, NC)
- …for the internal wholesalers as it relates to Equitable Investment Management's products and services, competitor knowledge, portfolio assessment, presentation ... and territory management. Since this individual should also possess knowledge of investment products and strategies, the mutual fund industry, and advisory … more
- Bank of America (York, PA)
- …transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Bank of America (El Segundo, CA)
- …transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Bank of America (Wellesley Hills, MA)
- …transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- BlackRock (New York, NY)
- …Private Markets Tax platform. This hire will help oversee tax compliance and advisory for the BlackRock's private markets investment platform supporting the ... EMEA & APAC Private Markets tax teams + Tax advisory and compliance input during deal tax due diligence...+ 5+ years of tax accounting experience in the investment management industry with emphasis on alternative products, with… more